We all have these moments, when we have to speak out against dopey (the bully in the corner) but the boss we report to is a spineless sack of shit and he will not do anything, more importantly he seems to be heralding the voice of the bully like he has credibility. So there we are, the bully (America), the spineless boss (pretty much most nations in the EU and the Commonwealth) and the people ready to speak out, the IT experts who are muzzled by bosses, because they are afraid to start a fight.
That is the setting that the Guardian introduces us to with ‘Using Huawei in UK 5G networks would be ‘madness’, US says‘ (at https://www.theguardian.com/technology/2020/jan/13/using-huawei-in-uk-5g-networks-would-be-madness-us-says). We have seen it before, the US is now getting more and more afraid of the billions being missed out on and they are going full throttle with the fear mongering. Even as we see “Matt Pottinger, presented an incendiary dossier which they said featured new evidence of the security risks of relying on Huawei technology in future phone networks“, we get introduced to the Gerbil-in-the-groceries Matt Pottinger the new flagship for presenting ‘news’ just like Colin Powell with his Silver briefcase. You see, I am not afraid to face that music, neither are the hundreds of intrusion experts who have been unable to validate the wild fantasies of America, America took the VHS example and is trying to steer the ships of nations and now they are boasting an unwillingness to share intelligence. This is nice, but in the end, the Intelligence from the US is backdated and there is every chance that it is as false as any news they spread. The entire bully network comes to blows when we see “The intense and public lobbying presents an immediate headache for Boris Johnson“, I also do not disregard “having been repeatedly advised by the UK’s security establishment that any security risks can be contained“, this is equally important, because Alex Younger who is the official Big Boss at MI-6 stated that infrastructure this important should not leave British hands, this is not a case of Huawei being a danger, it is a national policy and that is fine, I would even state that this gives the UK and option to buy the Huawei technology, rip it apart, set it under a loop and optionally give BT a chance to become a contender, US firms will jump at that opportunity, to have Huawei technology without the Huawei fear. Let’s face it, Huawei offered that solution to the US last year, but there is a larger concern and for the US it is not really spying, it is the fear where data will end and there are several new players all non-American whilst the American data gatherers are tapped out (financially), so the US is bullying all others to wait hoping that Silicon Valley will come with an American solution that is actually real 5G, all whilst it is not coming and at present all those who delay are losing momentum and twice the amount of time on the 5G path, so any delay up to a year means a 2 year delay and they all know that you are either better (the US is not), you are first (the US can not) or you cheat (the only path the US has at present).
This all gives us two distinct realities, the first is that for the first time the US is not the first at the top in technology, a shock they have a hard time surpassing and they are not the only 5G company, they are really not ready for real 5G, you see in my past blogs I showed that whatever they call 5G is really not 5G, nowhere near, not at those speeds. The Guardian also gives us “Ahead of the UK decision the head of MI5, Andrew Parker, said over the weekend that he saw “no reason to think” that using Huawei technology should threaten intelligence sharing with the US“, Mr Parker is right, but mainly because the quality of US intelligence is seemingly fading, they are losing sources all over the Middle East and they have too little in the Far East, as such we lose out on a source that is mostly redundant. Mr Parker’s assertion is in opposition to “a senior US official who was part of the delegation, who said: “Congress has made it clear they will want an evaluation of our intelligence sharing.”“, two parts are shown here, the fact that the bullying continue and the fact that this ‘senior US official‘ is left nameless, just like the fact that this matter is on the desk of a deputy national security advisor. In the age where America goes to vote next year, no one wants to burn their fingers and their career on this, and when the truth comes out (and it will) their careers are gone in the international field and the national field no longer has the juicy options it once had.
When we get to “The officials, who had flown in specially from the US, would not spell out what the “relatively recent information” that they had shared with their UK counterparts was“, it is all a load of HogWash (American expression), you see, If there was any actual danger the US would spread it like a wildfire to EVERY security IT Consultant, but they did not and the news is flat on that. What we do get is ‘Facebook and Google are as much of a threat as Huawei‘ (source: Marketwatch) where we see “Facebook is already undermining the democratic process, including in the U.S. itself, where the platform has facilitated foreign interference in elections.
In addition, Facebook has fueled division and fear, and refused to remove hate speech, Holocaust denial and anti-Semitic posts. The platform has been described as a “megaphone for hate” against Muslims, and it is accused of facilitating a genocide against the Rohingya in Myanmar. For these reasons, the British actor and comedian Sacha Baron Cohen recently called Facebook “the greatest propaganda machine in history.”” This is true but it is only he side effect of the matter, the real issue is not there it is seen in “these threats already exist, because Facebook (which also owns Instagram and WhatsApp) and Google (which owns YouTube) have an astonishingly comprehensive range of data about their users — their location, contacts, messages, photos, downloads, searches, preferences, purchases, and much else” It is not the porridge, it is the spoon, the data is everything and as the data no longer merely flow to America, but it will flow to China as well (via aps and so on) in a larger growing slice it will no longer flow to the US, that is the real fear, it will impact all firms relying on data and that is the real ticket and it will have an impact sizing up to billions of dollars every year, it is a larger impact as data becomes the new currency. I will go as far as setting the stage that the IP I had designed will impact it even further for the globally based 400 million small business firms. Even as America sneers at the little guy, they are the foundation of data, not Google and not Facebook, they are merely the facilitators not the creators. That reality is now up for grabs in more than one way. If it was really all about security, the news would have picked up to a much larger degree to ‘Cisco critical bugs: Nexus data center switch software needs patching now‘ with the added text “Cisco has disclosed a dozen bugs affecting its Data Center Network Manager (DCNM) software, including three critical authentication-bypass bugs that expose enterprise customers to remote attacks” (source: ZDNet), this is not the first time, I gave more info months ago when at least one such an issue woke up and whilst all are screaming about 5G security and feigned Chinese values, they all ignore the Elephant in the room (Cisco), I do believe that it was an honest mistake, there was no ill practice at work (from the side of Cisco), but there is a larger concern and those security advisors connected to the Oval office do not seem to care (or optionally merely not comprehend), it is a larger issue that is impacting the Fortune 500, but the press is blind to it. In support there is also ‘A Cisco Router Bug Has Massive Global Implications‘ (source: Wired) with the added information “The devices play a pivotal role at institutions, in other words, including some that deal with hypersensitive information. Now, researchers are disclosing a remote attack that would potentially allow a hacker to take over any 1001-X router and compromise all the data and commands that flow through it. And it only gets worse from there“, which was given to us last May, with the almost complete rundown by researchers from the security firm Red Balloon. And the added information “Once the researchers gain root access, they can bypass the router’s most fundamental security protection. Known as the Trust Anchor, this Cisco security feature has been implemented in almost all of the company’s enterprise devices since 2013“, this is the setting, an impact that is global and the US is keeping it quiet, yet the unproven stage without any real evidence is heralded to the max, which gives the larger implication that this is about data and about the financial security of the US, and why should we pay for that? They were flaccid for years, they refused to innovate and China started to innovate, even as we see in the Guardian article that the kit from Huawei “cheaper and more advanced than rivals“, we see one part, the fact that the US has nothing to counter what Huawei offers is the larger concern (for America), they are 2-3 years behind and that implies that they have nothing to enter the field with until 2025 and become a real contender, at which point Huawei is the new standard and as such data will flow via Huawei and not via American solutions, the data loss for America will be to some degree crippling. their revenue from advertisement, their revenue from data sale and other revenues liked to that are all impacted, it could cost the US 50-150 billion in the foreseeable future and that is where the US fear kicks in, their debt is out of control and that amount would have a much larger impact on the infrastructure that can no longer be paid for, one system after another will fail, a cascade of systems all collapsing because the US has no reserves left, the EU is also out of reserves and they see the 5G part as essential to surpass American firms and most need to contend with spineless politicians and long winded ‘talks’ by the EU gravy train, the are all in it for the money and commercial EU is seeing it all come apart, they can hold on if they get the 5G edge, an option that the US dreads.
As such the cornered bully is getting more brazen, relying on past tactics that exploded in everyone’s face and they are still doing it, hoping that they can get away with it the second time around, optionally they will rely on other technologies, as long as they are not Chinese, it is not the hardware, it is the data. Ericsson gives us “5G is designed for industrial applications. This means that falling behind on 5G as a platform for innovation will jeopardize the European industrial base. With two global vendors based in Europe, the continent has the prerequisite to lead” (they merely fail to inform us (for valid reasons) that the two players are Ericsson and Nokia, but their solutions are almost two full generations behind Huawei, they would need two years to upgrade and that is what they face, they were all asleep at the wheel and now that the ferryman wants to get paid for all the time they were asleep, they are no longer willing to foot the bill, 4G is almost at a break even point and that is stopping most to go forward, even as they see that 5G is going to take over, they are all afraid that the next iteration of hardware is just beyond the horizon. And they are still setting larger foundations for themselves, because the real cash is the data, not the hardware and that is the stage where they all need to select an optional new provider, the devil you know beats the devil you know not and they want their coins.
In all this the bully in the corner is getting more and more aggravated and we see that, but they did this to themselves, when I can surpass the US in IP (something I never thought possible) that is the point you need to realise where the US failed, their IP is just not there and they have no real counters other than the Silver Briefcase scenario hoping it will buy them enough time. You see, when we accept the foundation of one quote: ‘5G Antenna Market was estimated to be US$ 9,835.0 Mn in 2018 and is expected to reach US$ 34,720.1 Mn by 2027 growing at a CAGR of 15.5% over the Forecast Period Owing to the Evolution of Smart Antennas‘, we see what the US is missing out of, the antennas alone are setting the stage of 9-15 billion each year surpassing my estimation of 50 billion value by 2022, yet that is merely the antenna’s, Huawei launched their 5G routers last week and that is where the money becomes a serious setting. When we combine the stage offered “The power of the chipset enables the router to be the first to support commercial application of 4G and 5G dual-modes. It is the first to have the capacity to perform to industry benchmarks of peak 1.65Gbps@100MHz download speeds” with “LTE Advanced has been available for several years now and some carriers (notably AT&T in the US) are calling it 5Ge, or 5G Evolution, even though it is most definitely not an official 5G standard, but rather the latest iteration of 4G” (source: Forbes) you get to see how dire the US situation is for the US, they claim to be 5G and they are not, they claim that Huawei is a danger and they cannot prove that it is, the data is everything and they are at an ever growing risk to lose large chunks of it. Now that Huawei is forced towards their Harmony OS, we will see a growing non US population switching, meaning that the data is no longer going to the US in a readable format. That is the larger loss for the US and they are getting close to desperate.
In my view, that is the consideration of dumping the brains that they needed and that is the consequence of a flaccid business path, down the track it tends to cost and the US is scared of that moment, hoping to scare all others, we see that the EU is considering their options and as the US loses nation after nation we see larger stage, when the data surpasses into national hands again, they will not care about US substandard intelligence, most will have their own and a new generation of apps will be adopted by its users on a global scale.
Lawrence van Rijn - Law Lord to be 